AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$839M
AUM Growth
-$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$2.89M
3
+$1.9M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.45M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.23M

Top Sells

1
+$349K
2
+$342K
3
+$244K
4
TJX icon
TJX Companies
TJX
+$232K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$225K

Sector Composition

1 Technology 3.14%
2 Industrials 2%
3 Financials 1.9%
4 Healthcare 1.8%
5 Consumer Discretionary 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 0.44%
13,340
+55
27
$3.66M 0.44%
23,463
28
$3.61M 0.43%
78,711
+678
29
$3.33M 0.4%
35,479
+62
30
$3.29M 0.39%
22,301
-138
31
$3.24M 0.39%
20,352
-434
32
$3.21M 0.38%
60,796
-120
33
$3.01M 0.36%
53,458
+1,594
34
$3M 0.36%
10,733
-178
35
$2.98M 0.36%
18,327
+316
36
$2.68M 0.32%
13,631
+23
37
$2.58M 0.31%
26,492
+400
38
$2.55M 0.3%
19,380
+180
39
$2.45M 0.29%
15,680
-260
40
$2.39M 0.28%
5,701
-298
41
$2.36M 0.28%
8,726
-177
42
$2.27M 0.27%
6,950
+198
43
$2.17M 0.26%
9,993
-17
44
$2.15M 0.26%
7,235
+89
45
$2.03M 0.24%
6,708
+53
46
$2.03M 0.24%
13,383
+302
47
$1.98M 0.24%
8,387
48
$1.96M 0.23%
11,709
+290
49
$1.89M 0.23%
18,157
-363
50
$1.89M 0.23%
12,900
+204
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